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It’s the start of a commodity supercycle, serial entrepreneur Tvede says
Even with prices at all-time highs, there is a very high likelihood for upward momentum to persist over the coming decade, according to serial entrepreneur and venture capitalist Lars Tvede
May 31, 2022
·
By the Fastmarkets team
Insights
Change to Fastmarkets’ base metals arbitrage calculation on May 23
Fastmarkets used the London Metal Exchange base metals prices at 9:41am London time for the arbitrage calculations on Monday May 23, because there was no data available at 8:00am due to a system error.
May 23, 2022
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By Sally Zhang
Insights
Sustainability is fundamentally reshaping investors’ approach to finance | Hotter on metals
A shift in spending from high- to low-carbon assets as part of the energy transition culture could create the biggest reallocation of capital in history – and is already fundamentally reshaping investors’ approach to financing
May 17, 2022
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By Andrea Hotter
Insights
Investment in battery recycling continues as Hydrovolt begins commercial recycling operations
In the face of a worsening supply deficit for key battery raw materials including lithium and cobalt, battery producers are seeking new ways to secure raw materials for electric vehicle batteries
May 17, 2022
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By Callum Perry
Insights
‘Extreme’ trucking tightness in Europe underpins elevated base metals premiums
Availability and the costs of trucking are now starting to significantly impact the flow of material in continental Europe, putting pressures on supply chains and keeping base metals premiums elevated, participants have told Fastmarkets
May 12, 2022
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By Callum Perry
Insights
Shanghai bonded base metals stocks diverge in April amid Covid-19 controls; copper build-up slows
The build-up of Shanghai bonded copper stocks continued in April, albeit at a slower pace, with restrictions to prevent the spread of Covid-19 disrupting logistics, particularly earlier in the month
May 5, 2022
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By Sally Zhang, Yingchi Yang, Yiwen Ju, Jinfan Yang
Insights
Where will the US steel market get its prime scrap?
Broken trade flows, inflated steel prices and the pull of decarbonization targets are changing the way US steelmakers think, plan and run their day-to-day operations. Is the US steel scrap industry coming to an end of globalization and entering a new era of domestic sovereignty?
May 3, 2022
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By Grace Asenov, Kimberly Leppold
Insights
Nucor flexible in building raw material supply
Nucor Corp quickly navigated panic in the pig iron market, even as it took a hardline approach and ceased all purchases from Russia at the onset of its war in Ukraine
May 3, 2022
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By Lisa Gordon
Insights
Copper is top performer in Friday morning rebound for LME base metals
Copper and zinc made the biggest morning gains among the base metals on the London Metal Exchange on Friday, April 29, supported by the Chinese government's commitment to supporting its economy through its ongoing Covid-19 lockdowns
April 29, 2022
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By the Fastmarkets team
Insights
Energy transition at risk due to minerals supply constraints, lack of recycling, Eurometaux report says
Critical shortfalls loom without new primary metals supply and better recycling in the system soon, endangering Europe’s goal of a more autonomous clean energy system, according to a new study commissioned by Eurometaux, the region’s association of metal producers
April 27, 2022
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By Andrea Hotter
Insights
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